Lantz Financial LLC Purchases and Sells in Q1 2025

Lantz Financial LLC

$348 Million
Q1 2025

Top Buys

Incresed Positions

100 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OEF	4.24K + 206.58%	N/A	6.29K $1.67M
IVE	5.32K + 34.52%	$185.78 - $198.58 $988K - $1.06M	20.7K $3.91M
HDV	1.59K + 1.6%	$110.86 - $120.78 $176K - $192K	101K $12M
CGXU	32.6K + 6.91%	$24.59 - $26.59 $802K - $867K	504K $12.5M
SGOV	7.63K + 57.01%	$100.34 - $100.68 $765K - $768K	21K $2.11M
BRK-B	13 + 0.13%	$442.66 - $534.52 $5.75K - $6.95K	9.73K $5.11M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UJAN	52.6K New	$37.87 - $39.86 $1.99M - $2.1M	52.6K $2M
CHRW	9.29K New	$96.18 - $109.82 $894K - $1.02M	9.29K $951K
UMAR	7.55K New	$35.26 - $36.57 $266K - $276K	7.55K $268K
CVS	3.39K New	$44.22 - $68.64 $150K - $233K	3.39K $229K
WRB	3.18K New	$56.7 - $71.27 $180K - $226K	3.18K $226K
IWR	2.53K New	$82.81 - $92.93 $210K - $235K	2.53K $214K

Top Sells

Reduced Positions

93 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJUL	-230K - 80.91%	$27.58 - $29.96 $6.33M - $6.88M	54.2K $1.59M
IVV	-6.58K - 11.59%	$554.06 - $615.85 $3.65M - $4.05M	50.2K $28M
MSFT	-2.58K - 9.85%	$375.39 - $447.2 $969K - $1.15M	23.6K $8.87M
NVDA	-3.84K - 9.24%	$106.98 - $149.43 $411K - $574K	37.7K $4.09M
EFG	-12.2K - 29.49%	$96.1 - $106.37 $1.18M - $1.3M	29.2K $2.95M
AAPL	-375 - 1.13%	$209.68 - $247.1 $78.6K - $92.7K	32.7K $7.27M

Activity Summary All Purchases 111 New Holdings 11 Increased Positions 100 All Sells 93 Reductions 93 Sold out 0 Calls 0 Puts 0

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